BCR Wealth Strategies’s Vanguard Total World Stock ETF VT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$667K	Buy	4,826 +617	+15%	+$88.7K	0.21%	19
2025 Q4	$593K	Sell	4,209 -40	-0.9%	-$5.59K	0.2%	23
2025 Q3	$585K	Buy	4,249 +611	+17%	+$81.2K	0.21%	18
2025 Q2	$467K	Buy	3,638 +189	+5%	+$22.6K	0.18%	20
2025 Q1	$399K	Sell	3,449 -86	-2%	-$10.3K	0.18%	18
2024 Q4	$415K	Buy	3,535 +1,326	+60%	+$159K	0.19%	18
2024 Q3	$264K	Sell	2,209 -117	-5%	-$13.5K	0.12%	23
2024 Q2	$261K	Sell	2,326 -59	-2%	-$6.51K	0.17%	27
2024 Q1	$264K	Buy	2,385 +46	+2%	+$4.86K	0.18%	19
2023 Q4	$240K	Sell	2,339 -57	-2%	-$5.49K	0.17%	19
2023 Q3	$223K	Sell	2,396 -396	-14%	-$38.4K	0.18%	19
2023 Q2	$270K	Buy	+2,792	New	+$262K	0.21%	19
2022 Q4	–	Sell	-1,214	Closed	-$96K	–	98
2022 Q3	$96K	Buy	1,214 +8	+0.7%	+$703	0.1%	27
2022 Q2	$103K	Sell	1,206 -44	-4%	-$4.07K	0.11%	25
2022 Q1	$127K	Buy	1,250 +431	+53%	+$43.7K	0.12%	22
2021 Q4	$88K	Buy	+819	New	+$87K	0.08%	26